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The ESOP Association's 2016 Las Vegas Conference and Trade Show
Join Chartwell at Caesars Palace in Las Vegas for the largest ESOP conference in the world, November 10 & 11!
Why Valuing Your Business Is More Art Than Science
A basic business valuation requires a proper assessment of the relationship between the future returns generated on an investment and the risk of attaining those returns. A good business valuation considers the story behind the numbers of a business. Matt Schubring was interviewed by Darren Dahl at Forbes, discussing the intricacies of valuing businesses. This article was originally published on forbes.com.
Missouri Legislation to Encourage the Formation of ESOPs Becomes Law
In the Missouri legislature’s annual veto session, lawmakers voted overwhelmingly to override Governor Jay Nixon’s veto of a bill intended to encourage state business owners to form Employee Stock Ownership Plans (ESOPs), passing the widely-supported legislation into law.
Valuation Engagement Vs. Calculation Engagement
Since the Statement on Valuation Standards was issued by the AICPA in 2007, there have been many questions about when a valuation engagement or a calculation engagement should be used. Download this practice aid, produced in collaboration between Chartwell's Rachel Flaskey and Sageworks, to learn how to handle this question at your firm.
Chartwell Chicago Office Moves
We are pleased to announce that our Chicago office has moved to a new location. Please update your records by downloading the vCards of our Chicago staff.
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.